| Advisor Profile |
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| Disclaimer |
| Registered Principal of, securities, advisory services, and certain insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered broker/dealer and a federally registered Investment Advisor, and affiliated insurance agencies. INVEST is not affiliated with Forest Hills Financial Inc. |
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Business Description |
| Forest Hills Financial Inc. is a comprehensive financial services firm committed to helping you improve your long-term financial success. We don’t believe in a “one size fits all philosophy. Our customized programs are designed to help grow and conserve your wealth by delivering an unprecedented level of personalized service and experience. At Forest Hills Financial Inc. our goal is to exceed your expectations. Increasingly in our society it seems we are faced with people wanting to do just what is required. Not so at Forest Hills Financial Inc. Our goal is to always go above and beyond. |
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General Information |
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| Name of Broker/Dealer: |
INVEST Financial, Inc.
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| States Licensed in: |
MI
IN
FL
OH
CA
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| States Willing to do Business in: |
MI
IN
FL
OH
CA
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| Years of Experience in Financial Services: |
11
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| Number of Years with Current Firm: |
3
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| I work with the following types of clients: |
Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations
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Education |
| Academic Background |
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University of Michigan- Finance
Cornerstone University- Business Management |
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Services |
| Investment Types: |
Commodities, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 63, Series 6, Series 7, Series 24, Series 26, Series 65
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| Insurance and Annuity Licenses: |
Disability, Variable Life, HMO, Health, Annuity, Variable Annuity, Long Term Care, Life
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| Financial Organization Memberships: |
National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable, Financial Planning Association (FPA)
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| Non-Financial Organization Memberships: |
Chamber of Commerce
West Michigan Better Business Bureau
Local First
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Hourly, Based on Assets, Flat Fee
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| Prepared By: |
Jaime Westenbarger |
Frequently Asked Questions |
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What services do you offer? |
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We are an independent firm so we offer many types of services and products to meet the diverse needs of our clients. |
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Will you be the only person working with me? |
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No we work based on a team philosophy to give you the best experience and knowledge available based on your needs. |
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How are you compensated? How will I pay for your services? |
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Most of our clients pay a fee based on the ir account value |
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How much risk should I be willing to take? |
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We can manage for all risk profiles. We will ask you a very detailed set of questions to help you decide how comfortable you are with risk and then base our management on that result and what you tell us. |
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Have you ever been charged with any breaches? |
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What services do you provide? What are your specialties? |
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Our specialtiy is helping those retired or soon to retire preserve their assets. |
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Do you provide a free initial consultation? |
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yes our initial consultation is always free |
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Do you provide a free initial consultation? |
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yes our initial consultation is always free |
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